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Fortune Financial Advisors’s Carrier Global CARR Stock Holding History

Fortune Financial Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Buy
7,503
+195
+3% +$12.7K 0.24% 92
2026
Q1 		$412K Buy
7,308
+6
+0.1% +$355 0.21% 98
2025
Q4 		$386K Sell
7,302
-133
-2% -$7.39K 0.26% 74
2025
Q3 		$444K Sell
7,435
-131
-2% -$8.9K 0.33% 68
2025
Q2 		$554K Buy
7,566
+809
+12% +$54.9K 0.45% 57
2025
Q1 		$428K Buy
6,757
+9
+0.1% +$598 0.37% 63
2024
Q4 		$461K Buy
6,748
+7
+0.1% +$528 0.42% 60
2024
Q3 		$543K Buy
6,741
+8
+0.1% +$557 0.49% 57
2024
Q2 		$425K Buy
6,733
+73
+1% +$4.48K 0.26% 90
2024
Q1 		$387K Sell
6,660
-34
-0.5% -$1.91K 0.25% 98
2023
Q4 		$385K Sell
6,694
-64
-0.9% -$3.39K 0.27% 87
2023
Q3 		$373K Sell
6,758
-299
-4% -$16.5K 0.29% 84
2023
Q2 		$351K Buy
+7,057
New +$311K 0.26% 85

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortune Financial Advisors's CARR Position: Q2 2026 in Review

Fortune Financial Advisors increased its Carrier Global (CARR) stake by 2.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 7,503 shares worth $550K. The position accounts for 0.24% of the portfolio, ranked #92.

Fortune Financial Advisors first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $554K in Q2 2025. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Fortune Financial Advisors held 7,503 shares of Carrier Global worth $550K as of Q2 2026.
  • Fortune Financial Advisors bought 195 Carrier Global shares in Q2 2026, an estimated $12.7K.
  • Carrier Global made up 0.24% of Fortune Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Fortune Financial Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
  • Fortune Financial Advisors's Carrier Global position peaked at $554K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.